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LUMN vs IVZ: Dividend Comparison 2026

LUMN yields 31.30% · IVZ yields 3.61%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 LUMN wins by $390.00 in total portfolio value
10 years
LUMN
LUMN
● Live price
31.30%
Share price
$6.39
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$3.97
Full LUMN calculator →
IVZ
IVZ
● Live price
3.61%
Share price
$23.29
Annual div
$0.84
5Y div CAGR
-0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$439.96
Full IVZ calculator →

Portfolio growth — LUMN vs IVZ

📍 LUMN pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodLUMNIVZ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, LUMN + IVZ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
LUMN pays
IVZ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

LUMN
Annual income on $10K today (after 15% tax)
$2,660.41/yr
After 10yr DRIP, annual income (after tax)
$3.37/yr
IVZ
Annual income on $10K today (after 15% tax)
$306.57/yr
After 10yr DRIP, annual income (after tax)
$373.97/yr
At 15% tax rate, IVZ beats the other by $370.59/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of LUMN + IVZ for your $10,000?

LUMN: 50%IVZ: 50%
100% IVZ50/50100% LUMN
Portfolio after 10yr
$25.4K
Annual income
$221.97/yr
Blended yield
0.88%
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Analyst Conviction Gap

Where Wall Street is most bullish on IVZ right now

LUMN
Analyst Ratings
4
Buy
17
Hold
7
Sell
Consensus: Hold
Price Target
$7.08
+10.8% upside vs current
Range: $6.00 — $8.00
Altman Z
-0.3
Piotroski
3/9
IVZ
Analyst Ratings
12
Buy
16
Hold
Consensus: Hold
Price Target
$30.44
+30.7% upside vs current
Range: $27.00 — $34.50
Altman Z
1.0
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LUMN buys
6
IVZ buys
0
PoliticianChamberTickerTypeAmountDate
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-07-11
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002023-05-23
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002023-04-17
Daniel Goldman🏢 House$LUMN▲ Buy$1,001 - $15,0002023-04-10
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-03-06
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-03-01
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002022-11-03
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002022-11-02
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002022-09-29
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002022-09-29
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLUMNIVZ
Forward yield31.30%3.61%
Annual dividend / share$2.00$0.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%-0.3%
Portfolio after 10y$25.6K$25.2K
Annual income after 10y$3.97$439.96
Total dividends collected$3.4K$4.0K
Payment frequencyquarterlyquarterly
SectorTelecomStock
Analyst consensusHoldHold
Analyst price target$7.08$30.44

Year-by-year: LUMN vs IVZ ($10,000, DRIP)

YearLUMN PortfolioLUMN Income/yrIVZ PortfolioIVZ Income/yrGap
1← crossover$12,265$1,564.95$11,060$359.59+$1.2KLUMN
2$14,020$896.91$12,204$370.56+$1.8KLUMN
3$15,481$479.11$13,440$381.01+$2.0KLUMN
4$16,812$247.20$14,771$390.95+$2.0KLUMN
5$18,114$125.45$16,206$400.38+$1.9KLUMN
6$19,445$63.16$17,749$409.29+$1.7KLUMN
7$20,838$31.68$19,410$417.69+$1.4KLUMN
8$22,313$15.87$21,194$425.60+$1.1KLUMN
9$23,882$7.94$23,110$433.02+$772.00LUMN
10$25,558$3.97$25,168$439.96+$390.00LUMN

LUMN vs IVZ: Complete Analysis 2026

LUMNTelecom

Lumen Technologies, Inc., a facilities-based technology and communications company, provides various integrated products and services under the Lumen, Quantum Fiber, and CenturyLink brands to business and residential customers in the United States and internationally. The company operates in two segments, Business and Mass Markets. It offers compute and application services, such as cloud services, IT solutions, unified communication and collaboration solutions, colocation and data center services, content delivery services, and managed security services; and IP and data services, including VPN data network, Ethernet, internet protocol (IP), and voice over internet protocol. The company also provides fiber infrastructure services comprising high bandwidth optical wavelength networks; and unlit optical fiber and related professional services. In addition, it offers voice and other services, including private line services, a direct circuit or channel specifically dedicated for connecting two or more organizational sites; a portfolio of traditional time division multiplexing voice services; and synchronous optical network-based Ethernet, legacy data hosting services, and conferencing services. As of December 31, 2021, the company served approximately 4.5 million broadband subscribers. The company was formerly known as CenturyLink, Inc. and changed its name to Lumen Technologies, Inc. in September 2020. Lumen Technologies, Inc. was incorporated in 1968 and is headquartered in Monroe, Louisiana.

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IVZStock

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.